Filed October 27, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,748 | $95,776-23.0% | $162,163-54.5% | $77,787-5.2% |
| Participation rate | 87.1% | 88.6%-1.6pp | 87.6%-0.5pp | 73.2%+13.9pp |
| Annual return | 27.13% | 37.03%-9.9pp | 115.59%-88.5pp | 32.57%-5.4pp |
| Employer contribution / active EE | $1,978 | $3,874-48.9% | $5,614-64.8% | $2,504-21.0% |
| Participant deferral / active EE | $4,162 | $6,125-32.0% | $7,298-43.0% | $3,967+4.9% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |